See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,160 | $74,927+47.0% | $101,794+8.2% | $84,808+29.9% |
| Participation rate | 24.2% | 61.4%-37.2pp | 69.2%-44.9pp | 68.3%-44.1pp |
| Annual return | 11.93% | 18.70%-6.8pp | 30.53%-18.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $869 | $1,522-42.9% | $2,289-62.1% | $2,631-67.0% |
| Participant deferral / active EE | $1,388 | $3,099-55.2% | $4,084-66.0% | $4,212-67.1% |
| Admin fee / account holder | $280 | $6,514-95.7% | $8,777-96.8% | $7,344-96.2% |